You are leaving Torray Investment Partners

You are now leaving the Torray Investment Partners website and being redirected to the Torray Fund website.

Objective

The Torray Equity Income (EI) Strategy strives to earn a high and growing dividend yield and attractive total return by investing primarily in large capitalization equities and other income-producing securities.


Strategy

EI uses our risk-managed approach and fundamental analysis to identify businesses that have demonstrated the ability to grow earnings profitably and the propensity to return increasing amounts of cash to shareholders.

Role In A Diversified Portfolio

EI offers a compelling solution for clients seeking above-average income and long-term appreciation. Additionally, the strategy can complement existing bond holdings with no duration risk or be used to put sidelined cash to work with lower downside exposure than the market.

INCEPTION OF COMPOSITE

04.01.2005

Target Yield

2x the S&P 500®

RANGE OF HOLDINGS

20-30

TURNOVER

20-30%

Portfolio Management

Jeffrey D. Lent

Portfolio Manager

36

Years Investment Experience

Contact Us to Learn More

Bryan Leibrand, CIMA®

Director of Business Development, Partner

Contact Us